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Kotak Flexicap Fund vs HDFC Flexi Cap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
Fund Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹54083 Cr ₹85560 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Sep 2009 01 Jan 1995
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 16.04% 42.17%
Expense Ratio 1.46 1.42
Manager Harsha Upadhyaya Dhruv Muchhal
ISIN Code INF174K01336 INF179K01608
Exits Load Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
1 Month 4.22% 3.91%
6 Month 9.07% 8.32%
1 Year 9% 10.87%
3 Year 17.19% 22.67%
5 Year 19.64% 29.52%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
6 Month 2.81% 3.82%
1 Year 16.55% 17.38%
3 Year 16.69% 21.33%
5 Year 16.08% 22.47%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
1 Year 12.03% 17.96%
3 Year 15.32% 19.22%
5 Year 15.49% 18.92%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
Standard Deviation 12.26% 10.92%
Sharp 0.87% 1.40%
Beta 0.93% 0.80%
Alpha 1.21% 7.74%

Fund Managers

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
Name Harsha Upadhyaya Dhruv Muchhal
Total AUM ₹139411 Cr ₹520687 Cr
Funds Managed 11 40
Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan

Market Cap

Scheme Name

Kotak Flexicap Fund - Growth

HDFC Flexi Cap Fund - Growth Plan
Others 5.01 12.06
Large Cap 67.6 74.74
Mid Cap 23.39 3.33
Small Cap 3.99 9.87

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

HDFC Flexi Cap Fund - Growth Plan
Others 2.96 9.24
Communication Services 2.98 2.6
Energy 5.89 1.28
Technology 6.83 4.98
Consumer Cyclical 12.02 17.25
Basic Materials 14.66 5.99
Healthcare 3.09 8.73
Industrials 19.61 5.21
Consumer Defensive 2.25 0.67
Financial Services 26.21 39
Utilities 3.51 2.23
Real Estate - 2.82

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